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MARCH 12, 2021

COLLEGE PLANNING

FAFSA Changes Target Divorcees and Extended Family

Lynn O'Shaughnessy

The formula will change for families filling out the form beginning Oct. 1, 2022.

FULL ARTICLE

PEOPLE

Boston Private Loses Two Advisors to Lido

Asia Martin

Jeffrey Kaufman and John Tassone leave two months after SVB Financial agreed to buy Boston Private for $900 million.

FULL ARTICLE

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Bill pay makes high net worth clients happier—and stickier.

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ETFS

The 20 Most Heavily Traded ETFs in the Past Month

Aniket Ullal, CFRA Research

These funds saw the most action over the past 30 days.

FULL ARTICLE

MINDY DIAMOND ON INDEPENDENCE

A Top Attorney's Perspective on Transitions, Retire-in-Place Programs and Termination

Mindy Diamond

Tom Lewis, certified civil trial attorney at Stevens & Lee, discusses the landmines financial advisors need to be aware of when considering changing firms.

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